Creating custom automation rules

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In this article, you will learn how to create a custom automation rule in the Workiz Automation Center.

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Workiz Automations is an add-on designed to send automatic notifications to your team and clients based on certain conditions you define. This feature is designed to save you time, prevent job cancellations, and help scale your business with less effort.

How to create a custom automation rule

In order to create and use automation rules, you will first need to enable the Workiz Automations add-on from the Marketplace.

To learn more about enabling the add-on, please see this article.

  1. From the sidebar navigation, select Add new > Automation rule

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  2. Customize your automation rule:

    1. Enter a title for your rule
    2. Choose the event that should trigger this automation rule (e.g., when a job has a status of "submitted")
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    3. Choose what should happen when this event is triggered (e.g., send assigned tech a text message)
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    4. Customize the message you want to send when this event is triggered image 510.png

      Select the text-editing window and open the short code library ({...}) to create messages that automatically pull relevant information already stored on a job, invoice, estimate, or client profile related to this automation rule.

      1. Select Save and close
    5. Define when this rule should be triggered (e.g., 1 hour ahead of the job schedule date)
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    6. (Optional) Create a condition to define the exact criteria that should be applied to this automation rule (e.g., only if source = Google, only if client tag ≠ loyal customer, etc.)
    7. (Optional) Define when this rule should be triggered (e.g., 9–5 p.m., 24/7, etc.)
    8. Select Add automation

Monitoring automation activity

Once you save your automation rule it will be listed under the My Automations tab at the top of the screen. You'll be able to see your active automation rules, as well as information pertaining to when it was created/edited and the number of times it has been triggered.

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